Julie Anderson
Independent Health and Life Insurance Agent
Pensacola,FL
1
Certification
13
years of professional experience
Work History
5 Years
- High conversion rate of appointments and leads to enrollments
- Strong ability to generate leads from multiple sources
- Ensure all activities, marketing, and communications meet corporate and CMS rules and regulations
- Possess exceptional skills including locating, creating, and organizing marketing locations
- Manage and host Compliant Events
Office Manager
8 Years- Marketed boatyard, marina, and all lease properties of services and amenities. Planned and hosted events including, but not limited to, boat shows and customer activities
- Maintained and negotiated commercial, residential, marina/dry dock storage, and contractor leases
- Ensured all insurance minimums or any additional requirements were met
- Managed daily operations, including, but not limited to, customer service to all internal and external customers as required, scheduling services, composed and executed all correspondence, executed financial activities including preparation of tax documentation, lease and sales taxes, key metrics, and prepared financial statements and reports
Education
Associates Degree - Business
- Emphasis in Marketing and Management
- Graduated with honors, member of Alpha Beta Gamma Business Honors Society
Skills
Excellent Leadership skills
High retention rate
Excellent multi-tasker with the ability to manage priorities
Self-starter and ability to work independently and under pressure
Excellent Communication skills both verbally and written
Team Player
Excellent interpersonal and customer service skills
Microsoft and Google Suites
Salesforce
Quickbooks Sage
and BusinessWorks
Certification
- Florida Department of Insurance 2-15; Resident License W330632;
- Multi State Licensed
Timeline
Independent Health and Life Insurance Agent
01.2016 - 01.2021Read More
Office Manager
Pensacola Shipyard Marina and Boatyard
01.2008 - 01.2016Read More
Pensacola State College
Associates Degree from Business
Read More